13F 机构持仓

Financial Guidance Group, Inc.

Palm Harbor FL · SEC CIK 0001929349

2026Q22026Q1 更早 9 个季度 🔒
$2.67亿2026Q2 申报市值
91持仓数
46.8%前十大占比 · 第一大 8.9%
3 / 1新建仓 / 清仓
申报市值走势$2.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 8.9%
SCHD 6.1%
SPY 5.6%
QEFA 5.4%
ACIO 4.7%
JEPI 4.6%
SPYM 3.1%
RSP 3.0%
OSCV 2.6%
KOMP 2.6%

2026Q2 买入最多 按季末市值估算

SGOV 加仓+$56.87万
SPYM 加仓+$41.12万
QEFA 加仓+$33.57万
QQQ 加仓+$26.29万
VTWO 新建仓+$24.76万

2026Q2 卖出最多 按季末市值估算

ACIO 减仓-$49.21万
XFIV 减仓-$46.79万
VTI 减仓-$38.78万
JEPI 减仓-$38.38万
BUFQ 减仓-$29.92万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
QQQ INVESCO QQQ TR $2,367.80万8.86%32,154 3571.1% $26.29万 加仓
SCHD SCHWAB STRATEGIC TR $1,642.14万6.14%517,863 1,3400.3% $4.25万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,489.16万5.57%19,941 -69-0.3% -$5.15万 减仓
QEFA SPDR INDEX SHS FDS $1,456.06万5.45%151,649 3,4962.4% $33.57万 加仓
ACIO ETF SER SOLUTIONS $1,265.54万4.73%274,284 -10,665-3.7% -$49.21万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $1,231.35万4.61%218,014 -6,796-3.0% -$38.38万 减仓
SPYM SPDR SERIES TRUST $836.88万3.13%95,230 4,6795.2% $41.12万 加仓
RSP INVESCO EXCHANGE TRADED FD T $798.35万2.99%37,522 9762.7% $20.77万 加仓
OSCV ETF SER SOLUTIONS $704.34万2.64%166,945 3530.2% $1.49万 加仓
KOMP SPDR SERIES TRUST $703.81万2.63%98,434 -2,032-2.0% -$14.53万 减仓
DRSK ETF SER SOLUTIONS $693.17万2.59%241,104 -7,900-3.2% -$22.71万 减仓
XONE BONDBLOXX ETF TRUST $631.79万2.36%127,971 -3,186-2.4% -$15.73万 减仓
GLDM WORLD GOLD TR $622.88万2.33%78,428 -1,630-2.0% -$12.95万 减仓
— FIRST TR EXCHNG TRADED FD VI $622.58万2.33%145,685 -3,797-2.5% -$16.23万 减仓
VFLO VICTORY PORTFOLIOS II $606.64万2.27%132,598 -2,321-1.7% -$10.62万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $551.47万2.06%163,225 -4,509-2.7% -$15.23万 减仓
UPSD ETF SER SOLUTIONS $464.62万1.74%164,760 4,2772.7% $12.06万 加仓
XLE SELECT SECTOR SPDR TR $437.87万1.64%82,447 -273-0.3% -$1.45万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $435.36万1.63%119,177 -8,139-6.4% -$29.73万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $431.15万1.61%109,791 -7,620-6.5% -$29.92万 减仓
COWZ PACER FDS TR $420.46万1.57%67,598 -1,707-2.5% -$10.62万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $405.28万1.52%67,603 -250-0.4% -$1.50万 减仓
VTEB VANGUARD MUN BD FDS $402.13万1.50%79,504 4,0585.4% $20.53万 加仓
VWO VANGUARD INTL EQUITY INDEX F $376.87万1.41%63,137 3,7096.2% $22.14万 加仓
VIG VANGUARD SPECIALIZED FUNDS $365.41万1.37%15,443 -938-5.7% -$22.19万 减仓
JUCY ETF SER SOLUTIONS $360.27万1.35%163,910 -6,816-4.0% -$14.98万 减仓
SLYV SPDR SERIES TRUST $359.50万1.35%32,948 30.0% $327 加仓
AIQ GLOBAL X FDS $351.15万1.31%53,521 1,6003.1% $10.50万 加仓
— FIRST TR EXCHNG TRADED FD VI $336.09万1.26%85,082 -582-0.7% -$2.30万 减仓
FRDM EA SERIES TRUST $329.51万1.23%45,200 1,5523.6% $11.31万 加仓
XFIV BONDBLOXX ETF TRUST $325.57万1.22%66,879 -9,612-12.6% -$46.79万 减仓
RSPG INVESCO EXCHANGE TRADED FD T $313.70万1.17%32,024 6982.2% $6.84万 加仓
ARKW ARK ETF TR $287.00万1.07%19,812 -1,573-7.4% -$22.79万 减仓
GLD SPDR GOLD TR $265.23万0.99%7,200 -512-6.6% -$18.86万 减仓
VOE VANGUARD INDEX FDS $220.62万0.83%11,165 -1,250-10.1% -$24.70万 减仓
AAPL APPLE INC $210.63万0.79%7,279 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $194.85万0.73%31,704 00.0% — 不变
MDYV SPDR SERIES TRUST $192.22万0.72%20,265 30.0% $285 加仓
SGOV ISHARES TR $141.82万0.53%14,088 5,64966.9% $56.87万 加仓
IWS ISHARES TR $133.37万0.50%8,103 -1,513-15.7% -$24.90万 减仓
IWN ISHARES TR $119.66万0.45%5,410 -830-13.3% -$18.36万 减仓
AMZN AMAZON COM INC $116.98万0.44%4,908 -35-0.7% -$8,342 减仓
— FIRST TR EXCHNG TRADED FD VI $112.14万0.42%28,300 00.0% — 不变
BAR GRANITESHARES GOLD TR $110.60万0.41%27,979 -890-3.1% -$3.52万 减仓
MSFT MICROSOFT CORP $110.12万0.41%2,952 00.0% — 不变
NVDA NVIDIA CORPORATION $105.73万0.40%5,284 -20-0.4% -$4,002 减仓
— FIRST TR EXCHNG TRADED FD VI $104.51万0.39%40,375 -200-0.5% -$5,177 减仓
VGT VANGUARD WORLD FD $89.50万0.33%7,488 -1,760-19.0% -$21.04万 减仓
MINT PIMCO ETF TR $86.13万0.32%8,544 00.0% — 不变
IWD ISHARES TR $85.87万0.32%3,542 00.0% — 不变
BUFG FIRST TR EXCHNG TRADED FD VI $82.19万0.31%28,037 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $79.88万0.30%6,250 00.0% — 不变
KLAC KLA CORP $78.44万0.29%2,600 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $72.77万0.27%1,393 -13-0.9% -$6,791 减仓
IWF ISHARES TR $65.56万0.25%5,280 00.0% — 不变
QUS SPDR SERIES TRUST $62.52万0.23%3,346 00.0% — 不变
AVGO BROADCOM INC $61.57万0.23%1,630 00.0% — 不变
EFA ISHARES TR $56.70万0.21%5,458 -155-2.8% -$1.61万 减仓
SPYD SPDR SERIES TRUST $52.99万0.20%11,106 00.0% — 不变
IWO ISHARES TR $49.64万0.19%1,260 00.0% — 不变
BITB BITWISE BITCOIN ETF TR $49.63万0.19%15,579 3862.5% $1.23万 加仓
XHLF BONDBLOXX ETF TRUST $48.29万0.18%9,600 00.0% — 不变
DSEP FIRST TR EXCHNG TRADED FD VI $46.97万0.18%9,900 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $45.54万0.17%4,284 00.0% — 不变
TBIL RBB FD INC $44.38万0.17%8,900 00.0% — 不变
IDUB ETF SER SOLUTIONS $43.72万0.16%15,906 00.0% — 不变
IJH ISHARES TR $41.83万0.16%5,425 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $39.43万0.15%788 00.0% — 不变
USTB VICTORY PORTFOLIOS II $39.34万0.15%7,772 00.0% — 不变
DMBS DOUBLELINE ETF TRUST $38.84万0.15%7,912 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $36.93万0.14%1,500 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $36.41万0.14%8,200 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $35.50万0.13%351 00.0% — 不变
SPEM SPDR INDEX SHS FDS $34.63万0.13%6,688 00.0% — 不变
GPN GLOBAL PMTS INC $34.03万0.13%4,690 00.0% — 不变
JPM JPMORGAN CHASE & CO $33.09万0.12%1,011 00.0% — 不变
BAC BANK OF AMER CORP $31.25万0.12%5,485 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $30.54万0.11%6,306 91216.9% $4.42万 加仓
— BONDBLOXX ETF TRUST $28.42万0.11%5,805 140.2% $685 加仓
PFM INVESCO EXCHANGE TRADED FD T $28.39万0.11%5,120 00.0% — 不变
VOO VANGUARD INDEX FDS $28.37万0.11%413 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $28.09万0.11%3,943 3048.4% $2.17万 加仓
HCA HCA HEALTHCARE INC $27.41万0.10%703 00.0% — 不变
EEM ISHARES TR $25.84万0.10%3,777 00.0% — 不变
VTI VANGUARD INDEX FDS $25.39万0.09%686 -1,048-60.4% -$38.78万 减仓
— ALPHA TAU MEDICAL LTD $25.16万0.09%20,000 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $24.76万0.09%2,039 2,039— $24.76万 新建仓
WM WASTE MGMT INC DEL $23.00万0.09%1,032 00.0% — 不变
WMT WALMART INC $22.43万0.08%1,980 00.0% — 不变
DE DEERE & CO $21.31万0.08%336 336— $21.31万 新建仓
GOOGL ALPHABET INC $20.98万0.08%587 587— $20.98万 新建仓
UI UBIQUITI INC $00.00%0 -274-100.0% -$21.65万 清仓